December & Early January Payment Schedule
Friday 19 December th
ThisisthelastBAC’spaymentbeforeChristmasandwill includeallmoniesreceivedandreconcileduptoWednesday 17 December.Paymentwilllandinadvisorsaccountson Monday22 December th nd
Wednesday 7 January th
ThefirstpaymentrunafterChristmas.Thiswillincludeall moniesreceiveduptoandincludingWednesday31 December. PaymentwilllandinadvisorsaccountsonFriday9 January st th
Friday 16 January th
Returnstoourregularweeklyschedule.Thiswillincludeall moniesreceiveduptoandincludingThursday1 JanuaryWednesday14 Januaryinclusive.Paymentwilllandin advisorsaccountsonTuesday20 January st th th
HostedbyourdedicatedSys McKenzie,It’stimetogetah yourselfsomesystemsweb
Don’tforget!Thesegetboo andbookassoonasyoucan
Note: If you book and then are unable to attend please go over to My Learning Space and cancel your place so others can have it. You do always receive a reminder one day ahead of the event.
Client Portal
Bringanewlevelofprofessionalismtoyourservicesasan AdviserbyusingtheSmartr365Portal Cutdownontime enteringdata,andupthetimespentonqualityadvice.This webinarwilltakeyouthroughthebasicsofhowtousethe clientportal,fromboththeperspectiveoftheAdviserandthe client.
Tasks, Notes and Workflows
Areyoustrugglingwithmanagingyourtasks?Doyouknow whatisgoingonwithallyourcasesandwhenclientsneedtobe contacted?Iftheanswerisno,oryouwouldliketomovefroma paperdiarysystemtomanagingonyourCRM,thenthisisthe workshopforyou!Thiswebinarwilltakeyouthroughthebasics ofhowtousetasks,notes,andworkflowssoyouareableto easilybeontopofclientcommunication.
Smartr Connect
Thiswebinarwilltakeyouthroughthebasicsofhowtoaccess SmartrConnect,theLenderswhichareavailabletoyou,and howtopushdatathroughtothem.
Mon13Oct13:00
Tue14Oct10.00
Tue21Oct13:00
Thurs23Oct10:00
Mon13Oct14:30
Tue14Oct13:30
Tue14Oct15:00
Tue21Oct11:30
Thurs23Oct13:00
Tue21Oct10:00
Thurs23Oct11:30
Smartr365/Concert Hub Integration | Survey
Withthefinalphaseofthe Smartr365/ConcertHubintegration improvementsnowcomplete,both OpenworkandJustMortgagesare keentounderstandtheimpactthese changesarehavingforyou
Yourfeedbackisreallyimportant,itwill notonlyhelpusmeasurethesuccessof theimprovements,butalsoshapeany futureenhancements.
Thesurveyisjust10shortquestionsand shouldtakenomorethan2–3minutesto complete: Thankyouinadvancefortakingthetime toshareyourthoughts.Yourinput genuinelywillmakeadifference.
Take Survey
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